Bartlett & Co Wealth Management’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $89.2K | Hold |
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|
2025
Q2 | $94.1K | Hold |
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|
2025
Q1 | $118K | Hold |
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|
2024
Q4 | $118K | Hold |
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|
2024
Q3 | $133K | Hold |
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|
2024
Q2 | $136K | Hold |
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|
2024
Q1 | $156K | Sell |
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|
2023
Q4 | $142K | Hold |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $137K | Sell |
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|
2023
Q1 | $179K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $354K | Hold |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $465K | Hold |
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|
2021
Q2 | $528K | Hold |
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|
2021
Q1 | $567K | Sell |
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|
2020
Q4 | $512K | Hold |
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|
2020
Q3 | $500K | Sell |
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|
2020
Q2 | $558K | Hold |
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|
2020
Q1 | $468K | Sell |
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|
2019
Q4 | $808K | Sell |
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|
2019
Q3 | $706K | Buy |
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|
2019
Q2 | $38.8K | Sell |
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|
2019
Q1 | $49.9K | Sell |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $259K | Sell |
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|
2018
Q2 | $311K | Hold |
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|
2018
Q1 | $294K | Buy |
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